See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,152 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,566 | $81,474+43.1% | $133,956-13.0% | $73,488+58.6% |
| Participation rate | 81.5% | 76.4%+5.1pp | 79.8%+1.6pp | 70.7%+10.8pp |
| Annual return | 13.55% | 19.40%-5.9pp | 45.09%-31.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $646 | $2,209-70.7% | $3,919-83.5% | $2,270-71.5% |
| Participant deferral / active EE | $5,149 | $3,786+36.0% | $5,048+2.0% | $3,740+37.7% |
| Admin fee / account holder | $123 | $713-82.8% | $8,927-98.6% | $513-76.1% |